INTERMEDIARY DAY, JUNE 3 CORPORATE DAY, JUNE 4

Since 2013, the Taproot Foundation and BMW Foundation have convened the leaders of the pro bono movement to share challenges and best practices among peers. These gatherings help the field increase our collective impact and hold each other accountable to doing everything we can to deliver and facilitate pro bono work that drives social change.

This year, we hosted the Summit in the heart of downtown Chicago June 2-4, where 65 leaders of the pro bono movement participated. The Summit was generously supported by long-time pro bono advocates HP and PwC as well as BMW Foundation, Taproot’s partner in founding the Global Pro Bono Network.

Intermediary Day brings together nonprofit organizations dedicated to increasing, deploying, and managing pro bono resources for social change organizations (referred to as intermediaries). Participants convene to share best practices, increase effectiveness for individual organizations, and partner on shared initiatives that will bring the pro bono movement forward.

Corporate Day is a targeted gathering of companies who are currently engaging employees in pro bono service. Participants discuss trends, best practices, and challenges in order to advance their own programs and elevate the field of corporate pro bono as a whole.

A pro bono celebration brought our intermediary and corporate participants together for an evening on the rooftop garden at Tyson Foods. Steven Koch, Deputy Mayor of Chicago shared a few words and toasted to pro bono service!

Partners in the development of Pro Bono Summits

22 Organizations 27 Corporations

TYSON FOODS ROOFTOP TERRACE400 S Jefferson StChicago, IL 60607

Partners in the development of Pro Bono Summits

PRO BON APPÉTIT!JUNE 2-4Chicago

An evening to network with CSR leaders and pro bono enthusiasts!

Kindly RSVP by May 26th | wwasilewski@taprootfoundation.org

JOIN US!

JUNE LIZ HAMBURG

STEVE KOCH

President & CEO, Taproot Foundation

GEORGIA GILLETTEVice President, Corporate Initiatives and Lead Catalyst, A Billion + Change

Deputy Mayor of the City of Chicago

32015

Wednesday

4:30pm- 6:30pm

JUNE 2-4Chicago

ANNUAL U.S. PRO BONO SUMMIT

THE UPSHOT JUNE 2-4, 2015

2U.S. PRO BONO SUMMIT | THE UPSHOT

INTERMEDIARY DAY, JUNE 3A Closer Look

• State of Intermediary Pro Bono (US and globally)• How Board Engagement Can Boost Pro Bono• Tech-Based Progress for the Sector

LinkedIn reports that there are 6 million professionals who say they want to use their business skills for social good, but only 50,000 pro bono opportunities have been posted by social change organizations. The leading organizations and corporations in pro bono and skills-based volunteering service are committed to finding out why.

Gayle Schneider Loving from the Pearn Group, in partnership with Cornerstone On Demand, delivered a terrific pre-event session—entirely pro bono—on Leveraging Performance Management to Increase Volunteer Engagement.

“GREAT conference. I have already shared some great take-a-ways with our Board and am engaging deeply in what you all taught us!”

– Kim Lanphear, Executive Director,Apparo

Capital One graciously hosted our kick-off reception for Intermediary Day while giving us a glimpse of the Chicago skyline!

“This two-day Summit reinforced that I am part of a global movement, educated me on the continuing impact of pro bono, reinforced that my successes and challenges are on par with other intermediaries, and most importantly allowed me to connect and meet other professionals that were more than willing to share their experiences.”

– Amy Klein, Executive Director, VolunteerConnect

Agenda highlights:

What’s your pitch on the value of pro bono?

THANK YOU!

3U.S. PRO BONO SUMMIT | THE UPSHOT

Survey asked, how have you collaborated with another pro bono service provider during 2014?

This session encouraged participants to self-identify as teachers or learners for on-the-spot Q&A for some of our most challenging issues: • Evaluating your work (how can you tell you’re

successful? What metrics are you using?)• Storytelling• Innovation• Building partnerships

• Bringing in resources is one of BoardSource’s 10 basic roles and responsibilities for board members. Pro bono resources need to become top of mind.

• Boards are typically well-networked. Tap them for connections to pro bono service providers.

• Seeking high-potential pro bono contributors is an excellent strategy to diversify boards.

• Consider pro bono as a recruitment criterion. What would that do for an organization?

• LinkedIn’s Volunteer Marketplace is an online tool for organizations to source board candidates.

Learners and Doers:

Board Engagement: How might board members facilitate access and delivery of pro bono service?

“The Under-40 board members want to get deeply engaged with the work of the organization. Asking them to bring professional expertise, in addition to a monetary contribution, is a really effective strategy to advance on mission.”

- Maureen Scherrer, Associate Director,

Strategic Development and Partnerships, BoardSource

* The Global Pro Bono Network (the Network) is a select group of pro bono intermediaries from around the world who actively participate in a collaborative effort to share best practices and learnings to drive the pro bono movement forward. This Network was created by the joint partnership of Taproot Foundation and BMW Foundation.

Here are some key trends: • Growth and diversity of the Global Fellows Network * • International pro bono organizations are developing:

□ knowledge to share □ desire to collaborate □ ability to build common tools and resources

• Bridging legal pro bono with non-legal pro bono• Public Sector is largely untapped pro bono partner

Early in 2015, the Global Pro Bono Summit convened pro bono service providers from 23 nations in Berlin, Germany.

4U.S. PRO BONO SUMMIT | THE UPSHOT

Taproot and LinkedIn presented live demonstrations of their online platforms that connect experienced business professionals with nonprofits and social change organizations for high-impact pro bono projects.

Teams formed to commit to advancing three key issues: • Rebranding “pro bono” • Increasing nonprofit readiness• Exploring data that captures the multiplier effect of pro bono service from end to end

Connecting business professionals and social change organizations – LIVE!

Wrapping the Day with Commitments:

taprootplus.org volunteer.linkedin.com

5U.S. PRO BONO SUMMIT | THE UPSHOT

Priority challenge addressed at the Summit as reported by Corporations1:

1 U.S. Pro Bono Summit Corporate Day Benchmarking Survey, Taproot Foundation

CORPORATE DAY, JUNE 4A Closer Look

• The State of Corporate Pro Bono• The Right Program Model for You• Meeting Nonprofits’ Greatest Needs• Pro Bono as an Employee Development Strategy• The Metrics of Pro Bono

• Pro bono in a tech company• How to get buy-in from line managers• International program expansion• How to get HR to buy-in• Formalizing an RFP for pro bono services• Skills-based volunteering at a manufacturing company

• 93% Tracking, reporting, evaluating program• 87% Increasing the employee development benefit• 73% Lean program management bandwidth• 60% Understanding the relevant pro bono program models

Agenda highlights:

“Ask me about ________”

The Right Program Model for You:

The U.S. Pro Bono Summit convenes companies from across the country who are engaged in pro bono—some companies are seasoned pro bono practitioners, while others are just starting out on their pro bono service journey. However, each participant brings a unique perspective and knowledge to the event. We asked participants to complete this sentence and share what others could learn from them. Here’s just a snapshot of what some said:

There’s one variable for companies that is top priority when designing pro bono programs: “high-impact for the nonprofits we serve.” But, after that, corporations have different objectives and different priorities. We facilitated a discussion of the variables below. Then, tapping into participant experience, attendees had the chance to learn about the ways different approaches to program design can help achieve the various desired objectives.

6U.S. PRO BONO SUMMIT | THE UPSHOT

Creating the Win-Win-Win Scenario: Pro Bono as an Employee Development Strategy

Generate, Ideate, Evaluate, Repeat: Uncovering the Metrics of Pro Bono

What are the steps to maximize the talent development potential of your pro bono program? This session identified key issues and discussion questions. Jumping into action, we left participants with a hands-on road map, which was an exclusive preview of upcoming research that we will be releasing later this summer.

Whether they are looking to expand their current programs or grow a new one, companies express a significant interest to learn from benchmarking data about other programs and track and report on their own. When it comes to putting this into practice, many companies have historically gotten stuck identifying what to track and measure, and knowing how to do it. In fact, over 90% of our Corporate Day attendees indicated that better understanding how to track and report on their pro bono program was a high priority challenge to tackle in the coming year.

Through this interactive session, led in collaboration with Georgia Gillette of A Billion+Change, companies discussed and ranked their top priority program metrics, identified the current barriers preventing them from gathering that data, and shared recommendations for resources and approaches that can help make tracking and reporting more accessible.

© Taproot Foundation 2015 | Pro Bono Photographer: Kevin Kuster | For more information: pr@taprootfoundation.org

• Define your objective• Define HR’s role• Identify target participants• Determine employee development approach• Pick the right model

Key Steps:

“Best opportunity to get tactical knowledge from other pro bono experts. Also, a very small, well curated event.”

“Useful if you are looking to build a network of colleagues focused on pro bono and get ideas about how to make your program better.”

SAVE THE DATE!

Fireside chat with first-hand pro bono users, our nonprofit clients, Christine Feiner, Manager, Corporate Partnerships at Feeding America and Carolyn Nopar, Director of Development, Family Focus.

About Taproot Foundation:

Taproot Foundation connects nonprofits and social change organizations with skilled volunteers through pro bono service. Since 2001, Taproot’s skilled volunteers have served 3,300 social change organizations representing 1.5 million hours of work and over $141 million in value.

www.taprootfoundation.org